Nicholas Baez, MBA

Nicholas Baez, MBA

Research & Project Assistant

Nicholas is proud to be part of a mission-driven company that leverages 35+ years of experience in the financial industry to provide clients with the highest level of fiduciary care across their wealth management, financial planning, retirement planning, and investment planning needs.

With a focus on enhancing the client experience at LFA, Nicholas provides valuable investment and market research support to the advisory team. He also assists in the planning, development, and management of strategic and essential cross-functional projects across LFA’s investment, operation, technology, and marketing business functions.

Prior to joining Lifetime Financial Advisors, Nicholas was involved in business development, project development, research, and marketing in the agriculture and luxury real estate industries.

Nicholas holds a Master’s in Business Administration in Finance from Graziadio School of Business and Management and a Bachelor of Arts in Political Science and Industrial and Organizational Psychology, as a scholar-athlete, from Pepperdine University.

Nicholas enjoys traveling, cooking, heading to the beach, or playing tennis when not at the office. He grew up playing competitive tennis in Barcelona, Spain, and played for Pepperdine’s Division I Men’s Tennis Team.